Fortis Advisors’s Direxion Daily S&P 500 Bear 1X ETF SPDN Stock Holding History

Fortis Advisors’s Portfolio SPDN Stock Details SPDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$894K	Buy	103,130 +830	+0.8%	+$7.45K	0.42%	39
2026 Q1	$1.02M	Buy	102,300 +521	+0.5%	+$4.96K	0.51%	37
2025 Q4	$960K	Buy	101,779 +809	+0.8%	+$7.72K	0.52%	36
2025 Q3	$970K	Buy	+100,970	New	+$1.01M	0.55%	38
2020 Q3	–	Sell	-49,380	Closed	-$1.13M	–	180
2020 Q2	$1.13M	Sell	49,380 -98,670	-67%	-$2.42M	1.12%	24
2020 Q1	$4.17M	Buy	+148,050	New	+$3.81M	2.8%	9

Other funds holding SPDN

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

RVM

Robinson Value Management San Antonio, Texas $187M AUM 26.16% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WWP

Wise Wealth Partners Phoenix, Arizona $58.8M AUM 18.05% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fortis Advisors's SPDN Position: Q2 2026 in Review

Fortis Advisors increased its Direxion Daily S&P 500 Bear 1X ETF (SPDN) stake by 0.81% in Q2 2026, buying an estimated $7.45K and bringing the position to 103,130 shares worth $894K. The position accounts for 0.42% of the portfolio, ranked #39.

Fortis Advisors first reported a position in SPDN in Q1 2020 and has held it in 6 quarters since. The position peaked at $4.17M in Q1 2020. 56 funds tracked by Wall St. Rank hold SPDN as of Q2 2026.

Fortis Advisors held 103,130 shares of Direxion Daily S&P 500 Bear 1X ETF worth $894K as of Q2 2026.
Fortis Advisors bought 830 Direxion Daily S&P 500 Bear 1X ETF shares in Q2 2026, an estimated $7.45K.
Direxion Daily S&P 500 Bear 1X ETF made up 0.42% of Fortis Advisors's portfolio in Q2 2026, its #39 holding.
Fortis Advisors first reported a position in Direxion Daily S&P 500 Bear 1X ETF in Q1 2020 and has held it in 6 quarters since.
Fortis Advisors's Direxion Daily S&P 500 Bear 1X ETF position peaked at $4.17M in Q1 2020.
56 funds tracked by Wall St. Rank held Direxion Daily S&P 500 Bear 1X ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.